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Schwab US Large-Cap Growth ETF

325 hedge funds and large institutions have $2.11B invested in Schwab US Large-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $1.49M | Put options by funds: $297K

365% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 17

43% more funds holding in top 10

Funds holding in top 10: 2840 (+12)

23% more funds holding

Funds holding: 265325 (+60)

16% more capital invested

Capital invested by funds: $1.82B → $2.11B (+$293M)

11.62% more ownership

Funds ownership: 317.71%329.34% (+12%)

1% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 102

Holders
325
Holders Change
+60
Holders Change %
+22.64%
% of All Funds
7.37%
Holding in Top 10
40
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+42.86%
% of All Funds
0.91%
New
79
Increased
103
Reduced
102
Closed
17
Calls
$1.49M
Puts
$297K
Net Calls
+$1.19M
Net Calls Change
-$576K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$849K -$40.6K -4,720 -5%
Creative Planning
152
Creative Planning
Kansas
$829K -$4.13K -480 -0.5%
BW
153
Bison Wealth
Georgia
$818K +$49.2K +5,728 +7%
TRCT
154
Tower Research Capital (TRC)
New York
$810K -$1.06M -123,872 -57%
LCM
155
Liberty Capital Management
Michigan
$805K +$78.9K +9,176 +12%
EWM
156
Edge Wealth Management
New York
$795K +$14.7K +1,712 +2%
LFS
157
Legacy Financial Strategies
Kansas
$787K +$766K +89,088 New
WWM
158
Windsor Wealth Management
Indiana
$772K +$751K +87,336 New
BA
159
Bristlecone Advisors
Washington
$761K +$1.24K +144 +0.2%
BCM
160
Breiter Capital Management
Florida
$736K +$716K +83,288 New
SIAS
161
Shine Investment Advisory Services
Colorado
$734K -$68.5K -7,968 -9%
BAC
162
Boys Arnold & Co
North Carolina
$726K -$2.27K -264 -0.3%
LW
163
Linscomb Wealth
Texas
$726K
FA
164
FC Advisory
Pennsylvania
$707K -$7.29K -848 -1%
CWM
165
Cabot Wealth Management
Massachusetts
$705K +$12.4K +1,440 +2%
SHA
166
Seneca House Advisors
Virginia
$686K +$667K +77,616 New
WA
167
Wealth Architects
California
$670K
WAM
168
Wealthspire Advisors (Maryland)
Maryland
$668K -$22.6K -2,624 -3%
JC
169
Jentner Corp
Ohio
$650K +$78.7K +9,152 +14%
AC
170
Avestar Capital
New York
$647K +$646K +75,160 New
FTUS
171
Flow Traders U.S.
New York
$621K +$603K +70,208 New
FA
172
FDx Advisors
Illinois
$615K -$65K -7,560 -10%
TSS
173
Two Sigma Securities
New York
$601K -$621K -72,296 -52%
CCMW
174
Cypress Capital Management (Wyoming)
Wyoming
$600K +$121K +14,072 +26%
FIAS
175
FinTrust Investment Advisory Services
South Carolina
$593K -$8.73K -1,016 -1%

SCHG Hedge Fund Activity: Q4 2017 in Review

325 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Growth ETF (SCHG) for Q4 2017, worth a combined $2.11B — up 16% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SCHG positions and 17 closed out — a net gain of 62 holders — while 103 added to existing stakes and 102 trimmed.

The largest buyer was Mariner, adding an estimated $51.8M. The largest seller was Avantax Planning Partners, cutting an estimated $46.9M.

  • 325 institutional investors held Schwab US Large-Cap Growth ETF (SCHG) as of Q4 2017, up from 265 in Q3 2017.
  • Funds reported $2.11B of Schwab US Large-Cap Growth ETF stock for Q4 2017, up 16% quarter-over-quarter.
  • 79 funds opened new Schwab US Large-Cap Growth ETF positions in Q4 2017 and 17 closed out, a net change of +62 holders.
  • The largest Schwab US Large-Cap Growth ETF buyer in Q4 2017 was Mariner, an estimated $51.8M added.
  • The largest Schwab US Large-Cap Growth ETF seller in Q4 2017 was Avantax Planning Partners, an estimated $46.9M sold.

Based on aggregated 13F filings for Q4 2017.